Our client is a leading investment management firm known for its expertise in fixed-income portfolios. They are dedicated to delivering exceptional client service and operational excellence, upholding values of transparency, innovation, and community. With a strong focus on strategic decision-making and performance reporting, the firm has experienced consistent growth and continues to expand its capabilities. The company emphasizes a collaborative culture, with a commitment to data-driven insights and continuous improvement across all areas of its operations.

Experience:

Senior-level

Education Required:

Minimum eight years of experience in reporting, analytics, and performance measurement
within financial services, with expertise in fixed income.

An advanced degree in Finance, Economics, Math, Engineering, Data Science, or a related
field; CFA designation is an asset.

Salary Range:

$100, 000+

Position description

The Head of Reporting & Analytics (“Leader”) reports directly to the Chief Risk Officer and works closely with the Chief Financial & Operating Officer. The Leader is responsible for overseeing the company’s reporting, analytics, and data governance functions. This includes continuously improving performance reporting for fixed-income portfolios and ensuring data accuracy and accessibility to support strategic decision-making.

The ideal candidate will have expertise in performance measurement, particularly fixed-income attribution analysis, and be proficient with analytical tools and technologies. The Leader will collaborate with investment teams, client teams, and senior management to deliver insights, manage risks, and support the company’s business objectives. The role places a strong emphasis on stakeholder management and innovation, with a focus on fostering a culture of data ownership and continuous improvement.

Additionally, the Leader will be tasked with translating complex data into actionable insights for non-technical stakeholders, managing vendor relationships, and ensuring compliance with governance standards. This role is critical to maintaining the company’s high client service and operational excellence standards, in line with its values of excellence, transparency, and community.

The position has been newly created due to the company’s continued growth.

Required skills / Experience

➢ Proven experience in leading data governance initiatives from a business and strategic
perspective.
➢ Strong background in capital markets or other quantitative fields, with at least three years in
senior leadership.
➢ Extensive experience in total portfolio analytics, with a strong preference for expertise in
performance measurement.
➢ Experience with analytics tools, performance measurement systems, and data visualization
software (e.g., Tableau, Power BI).
➢ Proficiency in working with large datasets and databases; familiarity with SQL, Python, or R is
an asset.
➢ Strong leadership and management skills, able to mentor and develop high performers.
➢ Effective communication and presentation skills, with a particular emphasis on presenting
complex ideas in a digestible way to influence the organization.

Head of Data, Risk & Analytics (Fixed Income)
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How to Apply

All interested applicants can contact amanda@persuitgroup.com for full details on the role.

Note: Each application is always held in trust and confidence.